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iwalter
Level 2
December 16, 2021
Question

Mass assign CPA initials to Clients & Staff Assignments to Display on Homebase Dashboard

  • December 16, 2021
  • 2 replies
  • 15 views

Mass assign in ProSeries: 

1) CPA initials to Clients (different CPAs other than CPA Preparer), and

2) To do Staff Assignments in mass, 

ALL to Display on Homebase Dashboard

This topic has been closed for replies.

2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
December 16, 2021

Sounds like youre looking for something for practice management?  This is what Intuit offers

https://proconnect.intuit.com/practice-management/features/

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    iwalterAuthor
    Level 2
    December 16, 2021

    Bummer that there's no way to assign Preparers in mass.  Will send feedback to developers.  Thanks for reply.  

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